Purchases and Sales Made in Q3 2021 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL MID-CAP GROWTH.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
444+ 24.17% |
$48.6K - $53K
|
2.28K
$298K
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
431+ 22.6% |
$47.1K - $51.5K
|
2.34K
$306K
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
412+ 131.21% |
$45.1K - $49.2K
|
726
$94.9K
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
395+ 0.36% |
$43.2K - $47.2K
|
111K
$14.5M
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
370+ 2.65% |
$40.5K - $44.2K
|
14.3K
$1.87M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
364New |
$39.8K - $43.5K
|
364
$47.6K
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
350+ 186.17% |
$38.3K - $41.8K
|
538
$70.3K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
340New |
$37.2K - $40.6K
|
340
$44.4K
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
337+ 9.71% |
$36.9K - $40.3K
|
3.81K
$498K
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
330+ 8.47% |
$36.1K - $39.4K
|
4.23K
$552K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
316+ 60.31% |
$34.6K - $37.8K
|
840
$110K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
309+ 6.58% |
$33.8K - $36.9K
|
5.01K
$654K
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
BUY
|
- |
308+ 0.22% |
$33.7K - $36.8K
|
138K
$18.1M
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
292+ 2.68% |
$31.9K - $34.9K
|
11.2K
$1.46M
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
267+ 0.58% |
$29.2K - $31.9K
|
46.1K
$6.02M
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
266+ 0.1% |
$29.1K - $31.8K
|
276K
$36M
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
265+ 33.5% |
$29K - $31.7K
|
1.06K
$138K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
260+ 9.52% |
$28.4K - $31.1K
|
2.99K
$391K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
259+ 2.37% |
$28.3K - $30.9K
|
11.2K
$1.46M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
259+ 2.37% |
$28.3K - $30.9K
|
11.2K
$1.46M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
252+ 4.26% |
$27.6K - $30.1K
|
6.17K
$806K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
248New |
$27.1K - $29.6K
|
248
$32.4K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
243New |
$26.6K - $29K
|
243
$31.8K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
225+ 0.93% |
$24.6K - $26.9K
|
24.4K
$3.19M
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
217+ 1.11% |
$23.7K - $25.9K
|
19.8K
$2.59M
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
212+ 0.78% |
$23.2K - $25.3K
|
27.5K
$3.59M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
202+ 7.87% |
$22.1K - $24.1K
|
2.77K
$362K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
201+ 2.91% |
$22K - $24K
|
7.12K
$931K
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
200New |
$21.9K - $23.9K
|
200
$26.1K
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
195+ 3.58% |
$21.3K - $23.3K
|
5.64K
$737K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
187+ 13.38% |
$20.5K - $22.3K
|
1.59K
$207K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
184New |
$20.1K - $22K
|
184
$24.1K
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
179+ 4.76% |
$19.6K - $21.4K
|
3.94K
$515K
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
166+ 1.58% |
$18.2K - $19.8K
|
10.7K
$1.4M
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
160+ 56.94% |
$17.5K - $19.1K
|
441
$57.6K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
152+ 2.48% |
$16.6K - $18.2K
|
6.28K
$821K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
151+ 1.54% |
$16.5K - $18K
|
9.94K
$1.3M
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
149+ 1.7% |
$16.3K - $17.8K
|
8.94K
$1.17M
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
126+ 1.95% |
$13.8K - $15.1K
|
6.57K
$859K
|
|
Nov 15, 2021
Q3 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
118New |
$12.9K - $14.1K
|
118
$15.4K
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
117+ 0.12% |
$12.8K - $14K
|
99.2K
$13M
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
116+ 6.13% |
$12.7K - $13.9K
|
2.01K
$263K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
115+ 5.35% |
$12.6K - $13.7K
|
2.26K
$296K
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
114+ 1.27% |
$12.5K - $13.6K
|
9.07K
$1.19M
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
113+ 3.16% |
$12.4K - $13.5K
|
3.69K
$482K
|
|
Nov 08, 2021
Q3 2021
|
Geneva Capital Management LLC
|
BUY
|
- |
107+ 3.08% |
$11.7K - $12.8K
|
3.58K
$467K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
100New |
$10.9K - $11.9K
|
100
$13.1K
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
99New |
$10.8K - $11.8K
|
99
$12.9K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
98New |
$10.7K - $11.7K
|
98
$12.8K
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
91+ 4.35% |
$9.95K - $10.9K
|
2.18K
$285K
|